See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,322 | $214,378+3.7% | $200,582+10.8% | $142,382+56.1% |
| Participation rate | 95.5% | 87.4%+8.0pp | 86.9%+8.6pp | 80.1%+15.3pp |
| Annual return | 20.97% | 46.41%-25.4pp | 42.33%-21.4pp | 217.08%-196.1pp |
| Employer contribution / active EE | $5,911 | $6,841-13.6% | $6,419-7.9% | $4,299+37.5% |
| Participant deferral / active EE | $14,101 | $9,865+42.9% | $9,331+51.1% | $6,507+116.7% |
| Admin fee / account holder | $6,584 | $17,692-62.8% | $16,305-59.6% | $12,624-47.8% |